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iShares Select Dividend ETF

705 hedge funds and large institutions have $6.51B invested in iShares Select Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 234 increasing their positions, 265 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+7
Holders Change %
+1%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
1.12%
New
59
Increased
234
Reduced
265
Closed
40
Calls
$18.3M
Puts
$28.9M
Net Calls
-$10.6M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$4.73M -$867K -9,517 -15%
BAS
127
Brown Advisory Securities
Maryland
$4.69M +$281K +3,090 +6%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$4.67M +$2.33M +25,700 +100%
OA
129
Oxbow Advisors
Texas
$4.64M +$79.7K +875 +2%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$4.52M +$315K +3,459 +7%
JIC
131
Johnson Investment Counsel
Ohio
$4.5M +$91.6K +1,005 +2%
PA
132
Pinnacle Associates
New York
$4.46M -$145K -1,594 -3%
MCM
133
MV Capital Management
Maryland
$4.46M -$187K -2,049 -4%
HCM
134
Howland Capital Management
Massachusetts
$4.34M +$1.18K +13 +0%
KA
135
Klingman & Associates
New York
$4.31M
FANJ
136
Financial Architects (New Jersey)
New Jersey
$4.05M -$43.7K -480 -1%
CA
137
Clearstead Advisors
Ohio
$3.9M +$10.5K +115 +0.3%
GKWIM
138
Gerber Kawasaki Wealth & Investment Management
California
$3.86M +$424K +4,678 +12%
HBWM
139
Hollow Brook Wealth Management
New York
$3.85M -$514K -5,647 -12%
AR
140
Advisory Research
Illinois
$3.84M
MCM
141
MAI Capital Management
Ohio
$3.83M +$122K +1,344 +3%
MBTD
142
Mechanics Bank - Trust Department
California
$3.81M -$105K -1,150 -3%
GG
143
Gofen & Glossberg
Illinois
$3.73M
PFS
144
Prospera Financial Services
Texas
$3.7M +$857K +9,406 +30%
RTS
145
Round Table Services
New Jersey
$3.69M -$61.7K -677 -2%
PFP
146
Pinnacle Financial Partners
Tennessee
$3.69M -$615K -6,753 -14%
FHC
147
First Houston Capital
Texas
$3.68M -$182K -2,000 -5%
FUBT
148
First United Bank & Trust
Maryland
$3.63M +$112K +1,230 +3%
VA
149
Valmark Advisers
Ohio
$3.6M +$635K +6,974 +21%
ALIONA
150
Allianz Life Insurance of North America
Minnesota
$3.6M -$164K -1,824 -4%